-38.3%
DOCS vs NVMI
+2.8%
-41.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.7% |
| 7D | -0.6% | +7.6% | -8.1% | +0.8% |
| 30D | +6.3% | -7.7% | +14.0% | +4.9% |
| 3M | +26.5% | -15.4% | +41.9% | +23.5% |
| 6M | +24.8% | -37.5% | +62.3% | +16.9% |
| YTD | -26.8% | -0.8% | -26.0% | -36.0% |
| 1Y | -38.3% | +2.4% | -40.7% | -46.7% |
| All | -38.3% | +2.8% | -41.1% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling